Add Scheduling to the specification

Scheduling works by searching the specification for key words located within work section clause headings. If any are found the section containing the clause will be listed. All current Masterspec sections have been standardised to support these key words.

However you may have existing Office Masters or wish to clone existing work sections from older specifications yet to be updated with the correct clause headings. This page deals with how you can add scheduling functionality to specifications and Office Masters.

FOR CURRENT BUT INCOMPLETE PROJECTS

If you have yet to add the General sections to the specification make sure you add these four General sections:

1235 Shop Drawings

1237 Warranties

1238 As Built Documentation

1239 Operation and Maintenance

After you have added the sections run the Update Manager to check that the scheduling key phrases for existing sections are present – these will be highlighted by the Updates Available icon when you open your project.

Accept any clause heading around Shop Drawings, Warranties, As Built Documentation or Operation and Maintenance.

UPDATE AN OLD SECTION TO BE RECOGNISED BY THE SCHEDULING FUNCTION

If you'd like to clone an existing work section from an old specification into a new project you will need to ensure the section contains the correct clause headings to trigger the Scheduling function. There are two ways to do this.

If your work section already contains a clause referring to either Shop Drawings, Warranties, As Built Documentation or Operations and Maintenance, all you need to is ensure the correct key words are present in the clause heading to trigger the Scheduling tool. The correct key words/phrases are:

WARRANTY

WARRANTY - MANUFACTURER/SUPPLIER

WARRANTY - INSTALLER/APPLICATOR

SHOP DRAWINGS

AS BUILT DOCUMENTS

INFORMATION FOR OPERATION AND MAINTENANCE

OPERATION AND MAINTENANCE MANUALS

MAINTENANCE CONTRACT PROPOSAL

Note that THE WORDING MUST BE EXACT - 'Shop-Drawings' with a hyphen will not trigger the Scheduling tools:

OPTION TWO: ADD THE SCHEDULING FUNCTION BY ADDING A SCHEDULING CLAUSE

If your existing work does not contain a schedule clause but you wish to add one you can use a Clause Template in the Masterspec system.

With the section you are working on in EDIT mode, add a clause containing the correct wording.At an appropriate place in the Part 1 General tab of the section, select "Add a new Clause (Above or Below)" In the pop-up window make sure you have selected the Add Clause tab. Select from the drop-down list of Clause Templates the type of scheduling clause you would like to add.

The system will populate the clause with pre-written text and guidance text for the clause.

Select Save Clause - the clause will be inserted into the section and the numbering updated.

Update the clause information to suit the project.

Do not change the clause heading wording as this will result in Scheduling ignoring the section.

FOR OFFICE MASTERS

If you are updating an Office Master that includes General Sections then you need to replace them with the updated General sections.

BEFORE YOU DELETE ANY SECTIONS ADD THE NEW SECTIONS TO YOUR OFFICE MASTER

Copy any changes you had made in the old General sections to the updated sections, then DELETE the old versions of the sections from the specification. Adding the updated sections will mean schedules will now be automatically created.

Save your work, then check the schedules tab on Shop Drawings, Warranties, As Built and Operations & Maintenance to ensure everything from your specification is included in the new schedules.

Run the Update Manager on the Office Master to ensure clause headings in appropriate sections include the correct key words and phrases.